The Amazon Of...
May 10, 2025•24 min•Ep. 29
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
In this episode I talk about
The big macro:
- Fed interest rate decision, strong labour market, the lack of a need for premature rate cuts, Trump vs Powell.
- Strong demand for 10 year note auction, no disruption to global order, strength of the US economy, UK/US trade deal, potential China deal and more.
Earnings:
- PLTR, AMD, and CPNG
For the best experience, listen in Metacast app for iOS or Android